Sage Intacct + Survey Booker
Create new Sage Intacct contacts from new Survey Booker terms
Easily manage your interactions with survey participants using this automation. When new terms are added in the Survey Booker app, a corresponding contact will be created in your Sage Intacct account. This ensures that all necessary information is consistently and promptly organized in one place, helping you stay on top of your contacts' information.
Easily manage your interactions with survey participants using this automation. When new terms are added in the Survey Booker app, a corresponding contact will be created in your Sage Intacct account. This ensures that all necessary information is consistently and promptly organized in one place, helping you stay on top of your contacts' information.
- When this happens!New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
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Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Try ItEstimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Try ItInspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Try ItNew Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
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Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Try ItEstimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Try ItInspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Try ItNew Payment
Triggers when a new payment is received.
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